True Wealth Design’s Yext YEXT Stock Holding History

True Wealth Design’s Portfolio YEXT Stock Details YEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-93	Closed	-$358	–	2911
2026 Q1	$358	Sell	93 -178	-66%	-$1.07K	﹤0.01%	2163
2025 Q4	$2.19K	Buy	271 +34	+14%	+$286	﹤0.01%	1420
2025 Q3	$2.02K	Buy	237 +1	+0.4%	+$8	﹤0.01%	1454
2025 Q2	$2.01K	Buy	236 +213	+926%	+$1.49K	﹤0.01%	1185
2025 Q1	$142	Sell	23 -276	-92%	-$1.78K	﹤0.01%	2086
2024 Q4	$1.9K	Buy	299 +70	+31%	+$509	﹤0.01%	751
2024 Q3	$1.58K	Buy	+229	New	+$1.27K	﹤0.01%	852

Other funds holding YEXT

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

True Wealth Design's YEXT Position: Q2 2026 in Review

True Wealth Design sold out of Yext (YEXT) in Q2 2026, closing a stake of 93 shares — an estimated $358 sold.

True Wealth Design first reported a position in YEXT in Q3 2024 and held it in 7 quarters. The position peaked at $2.19K in Q4 2025. 7 funds tracked by Wall St. Rank hold YEXT as of Q2 2026.

True Wealth Design reported no remaining Yext position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 93 Yext shares in Q2 2026, an estimated $358.
True Wealth Design first reported a position in Yext in Q3 2024 and held it in 7 quarters.
True Wealth Design's Yext position peaked at $2.19K in Q4 2025.
7 funds tracked by Wall St. Rank held Yext as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.